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Strategic Financial Concepts’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Strategic Financial Concepts’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,961
Closed -$696K – 266
2023
Q1 		$696K Buy
+24,961
New +$698K 0.28% 84

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strategic Financial Concepts's UUP Position: Q2 2023 in Review

Strategic Financial Concepts sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 24,961 shares — an estimated $696K sold.

Strategic Financial Concepts first reported a position in UUP in Q1 2023 and held it in 1 quarter. The position peaked at $696K in Q1 2023. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

  • Strategic Financial Concepts reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 24,961 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $696K.
  • Strategic Financial Concepts first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's Invesco DB US Dollar Index Bullish Fund position peaked at $696K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Strategic Financial Concepts's 13F filing for Q2 2023, filed 7 Sep 2023.